Where Should I Keep My Estate Planning Documents?

The Hook Law Firm has a good article on where you should keep your estate planning documents.  Read the whole thing.
They make a number of good points.

  • Make sure that you have original copy of your will.  Copies may not be accepted for probate.
  • Make sure someone knows where your important documents are.
  • Make sure that people you trust to use the documents can get to them.
  • Destroy old or out-of-date documents to avoid confusion.

We offer a set of books: Before I Go and Before I Go Workbook to guide people through the process of preparing their estate for their heirs.  You can order a copy at Amazon.com or get an autographed set directly from us for $25.  Just send us a check made out to Korving & Company, 1510 Breezeport Way, Suite 800, Suffolk, VA 23435.

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Korving & Company, LLC

Korving & Company is an investment management, financial advisor, and financial planning firm that specializes in working with retirees, couples who are serious about retirement planning, and women who have recently suffered the loss of a spouse.

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